We are live on !
Find out more
Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
|
RA
1926
Resolute Advisors
San Francisco,
California
| $859M | +$95.1M | +12% | 13.8% | 36.7% | 74 | 22.97% | 1.4 |
|
1927
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $858M | +$24.2M | +3% | 5.46% | 77.5% | 175 | 9.71% | 7 |
|
1928
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $857M | +$52.7M | +7% | 5.63% | 62.2% | 259 | 7.72% | 3 |
|
1929
GeoWealth Management
Chicago,
Illinois
| $855M | -$90.9M | -10% | 2.81% | 58% | 450 | 33.33% | 1.3 |
|
1930
Godsey & Gibb Inc
Richmond,
Virginia
| $853M | +$326M | +62% | 2.28% | 87.5% | 422 | 47.87% | 0.2 |
|
1931
Lindbrook Capital
Calabasas,
California
| $853M | +$41.2M | +5% | 7.83% | 35.8% | 2,993 | 12.9% | 2.3 |
|
1932
Cowen and Company
New York
| $851M | -$105M | -11% | 0.11% | 120% | 835 | 52.69% | 0.6 |
|
1933
DigitalBridge Group
Boca Raton,
Florida
| $851M | +$143M | +20% | 3.98% | 161% | 67 | 37.31% | 1 |
|
1934
Colonial Trust Advisors
Spartanburg,
South Carolina
| $851M | +$36.1M | +4% | 6.93% | 80% | 941 | 6.59% | 1.3 |
|
1935
Connors Investor Services
Wyomissing,
Pennsylvania
| $851M | +$50M | +6% | 6.8% | 125% | 163 | 6.75% | 4.4 |
|
1936
Vestor Capital
Chicago,
Illinois
| $851M | +$21.5M | +3% | 9.21% | 188% | 253 | 11.86% | 3.2 |
|
1937
Front Barnett Associates
Chicago,
Illinois
| $850M | +$58.9M | +7% | 9.08% | 40.5% | 118 | 4.24% | 6.8 |
|
1938
Invictus Private Wealth
Denver,
Colorado
| $850M | +$73.7M | +9% | 9.35% | 84.2% | 97 | 18.56% | 0.2 |
|
1939
Capital Investment Advisory Services
Raleigh,
North Carolina
| $847M | +$4.18M | +0.5% | 4.46% | 75.7% | 910 | 15.93% | 2.7 |
|
1940
Ally Invest Advisors
Charlotte,
North Carolina
| $847M | +$49.6M | +6% | 5.09% | 41.1% | 48 | 16.67% | 1.5 |
|
1941
Armstrong Advisory Group
Needham,
Massachusetts
| $847M | +$86.8M | +11% | 5.83% | 55.6% | 832 | 8.41% | 0.2 |
|
1942
Bangor Savings Bank
Bangor,
Maine
| $846M | +$8.02M | +1% | 4.93% | 54.6% | 557 | 5.57% | 2.4 |
|
1943
NewSquare Capital
Newtown Square,
Pennsylvania
| $846M | +$44.5M | +6% | 4.32% | 76.5% | 975 | 23.38% | 1.6 |
|
1944
Meteora Capital
Boca Raton,
Florida
| $846M | +$383M | +83% | 1.23% | 56.9% | 530 | 44.72% | 0.4 |
|
1945
Criteria Caixa
Barcelona,
Spain
| $844M | +$54.1M | +7% | 5.16% | 35.5% | 55 | 40% | 1.6 |
|
|
WDA
1946
Wendell David Associates
Portsmouth,
New Hampshire
| $843M | +$29.7M | +4% | 5.43% | 58.7% | 149 | 4.03% | 7.3 |
|
1947
Blue Chip Partners
Farmington Hills,
Michigan
| $843M | +$39.4M | +5% | 3.69% | 81.2% | 179 | 7.26% | 4.2 |
|
1948
Jacobi Capital Management
Pittston,
Pennsylvania
| $843M | +$43M | +5% | 5.29% | 76.6% | 435 | 8.97% | 4.8 |
|
1949
Willis Johnson & Associates
Houston,
Texas
| $843M | +$75.8M | +10% | 5.33% | 50.9% | 130 | 19.23% | 1.4 |
|
1950
First Trust Direct Indexing
Boston,
Massachusetts
| $842M | +$88.6M | +12% | 10.2% | 69% | 731 | 11.08% | 1.6 |
|